Benefits Account Manager — Client Experience & Renewals

Unison Risk Advisors Inc.; Orlando (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Unison Risk Advisors Inc. is seeking an Employee Benefits Account Manager to deliver exceptional client service and operational support for Employee Benefits clients.

You will be the trusted day‑to‑day resource, coordinating with the benefits Team Leader and carriers, supporting renewals, and ensuring accurate administration of benefit programs. You will report to the Director of Employee Benefits and collaborate with Producers, carriers, and internal partners to maintain high service standards

Qualifications

• 2+ years of experience in Employee Benefits account management or related field.
• Active 2-15 Life and Health license.
• Experience supporting employee benefits programs (medical, dental, vision, life, disability, voluntary benefits).
• Proficiency with Microsoft Excel, including formulas and data organization.

Responsibilities

• Serve as a primary day‑to‑day contact on an assigned Employee Benefits book of business.
• Respond promptly and professionally to client inquiries, service requests, policy changes, and coverage questions.
• Build and maintain strong working relationships with clients, benefits administrators, and carriers.
• Coordinate day‑to‑day servicing of assigned client accounts, including billing, eligibility, enrollment, claims, and carrier‑related matters.
• Maintain complete and accurate documentation of client interactions within the agency management system.
• Plan and prioritize workload to meet client expectations, renewal timelines, and service standards.
• Support implementation of new benefit plans, carrier transitions, and coverage changes.
• Prepare, facilitate and manage Open Enrollment meetings and Employee Education.
• Track compliance requirements such as PCORI, RxDC, etc.

Skills

Client service

Organizational skills

Time management

Communication skills

Data analysis

Problem solving

Education

Active 2-15 Life and Health license

Tools

Excel

Job description

Unison Risk Advisors Inc. is seeking an Employee Benefits Account Manager to deliver exceptional client service and operational support for Employee Benefits clients.

You will be the trusted day‑to‑day resource, coordinating with the benefits Team Leader and carriers, supporting renewals, and ensuring accurate administration of benefit programs. You will report to the Director of Employee Benefits and collaborate with Producers, carriers, and internal partners to maintain high service standards